We understand that when you are in your 20s, you think your retirement that is decades in the future is not important to focus on right now. You may have student loans to pay off or want to spend your ...

One of the driving factors for people who create estate plans is to provide adequately for a surviving spouse. The process can become more complicated when it involves multiple marriages and children ...

Giving to charity via a trust is not only for the wealthy; you can get the emotional and tax benefits of donating just a few thousand dollars by participating in a pooled charitable trust. There are ...

When planning for your retirement, it is important to consider all the costs you will have to cover once you are no longer working. Many people find it easy to identify the costs they will not longer ...

Research shows that more than half of us will underestimate how much money we will need to live on in retirement, primarily because most of us also underestimate how long we will live. But with the ...

People with substantial assets, and those who are about to receive them, are wise to look for ways to protect those assets. Here are five asset protection strategies that can help you preserve your ...

Social Security is the primary source of retirement income for millions of Americans over the age of 65. Based on contributions made over your years of employment, the amount of your monthly benefit ...

For married couples where both spouses have a work record and will be entitled to receive Social Security retirement benefits, there are some strategies that will help you maximize your benefits for ...

It is estimated that one in eight Americans will suffer from some form of dementia after the age of 65; here are some tips that can help protect your assets in case you become incapacitated: Assemble ...

Even though most retirees experience a drop in income in retirement, there are taxes that follow us all into our golden years; here are some taxes you should plan for in retirement: Social Security ...

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